HolderBook

EA SERIES TRUST (ARKZ)

Institutional ownership reported to the SEC as of Q2 2025, across 7 quarters.

3
Reporting holders
$730.9K
Reported value
0.0%
Held as options
-1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Empowered Funds, LLC$713.8K26,9290.01%7qHELD
Blue Trust, Inc.$12.1K4560.00%3qHELD
Avondale Wealth Management$5.0K1900.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20253$730.9K27,5751000.0%
Q1 20254$1.0M53,2312010.0%
Q4 20243$2.1M56,9242100.0%
Q3 20244$1.9M84,3951110.0%
Q2 20244$5.1M129,9881020.0%
Q1 20244$11.8M274,2592200.0%
Q4 20232$3.5M122,5132000.0%